At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
SUMMARY
The Senior Commercial Card Consultant plays a critical role in evaluating client/prospect commercial card programs, identifying opportunities for improvement, and delivering actionable insights. This position requires strong analytical skills, relationship-building capabilities, and a deep understanding of transactional data to support strategic recommendations.
RESPONSIBILITIES
- Assessment of Client Commercial Card Programs: Conduct comprehensive evaluations of client card offerings to identify strengths, gaps, and areas for optimization. Provide tailored recommendations to enhance program performance and client satisfaction.
- Provide Strategic Guidance: Deliver consultative support to clients, leveraging data-driven insights and industry best practices to improve program effectiveness, efficiency and profitability.
- Analyze Transactional Data: Review and interpret transactional data to uncover spend trends, usage patterns, and actionable insights that inform strategic decisions and client recommendations.
- Develop Internal Relationships: Build and maintain strong partnerships with internal stakeholders, including Bankers, Sales teams, Relationship Managers, and Partners-to promote awareness of available resources and ensure alignment on client objectives.
- Stay Current on Industry Trends: Monitor developments in payment solutions, card programs, and regulatory changes to ensure recommendations remain relevant and competitive.
BASIC QUALIFICATIONS
- Ten or more years of applicable experience.
- Bachelor's degree in Business, Finance or Accounting (or equivalent experience).
- Ability to travel up to 30%.
PREFERRED SKILLS/EXPERIENCE
- 7 or more years of experience in commercial card programs, payment solutions, virtual payments, treasury and accounts payable operations.
- Strong analytical and problem-solving skills with proficiency in data manipulation and interpretation.
- Excellent communication (written and verbal) as well as relationship-building abilities.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- High school diploma or equivalent
- Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Advanced knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred#BranchEast
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$22.5-30 hourly Auto-Apply 4d ago
Process Improvement Associate II - Transformation Consultant
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210694894 JobSchedule: Full time JobShift: Day : Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of JPMorgan Chase's commitment to operational excellence. The team partners with strategic and functional leaders to improve and enhance core components of our business, from designing innovative, streamlined ways of working to piloting cutting-edge AI solutions. Our mission is to optimize end-to-end processes, elevate the customer experience, and foster a vibrant culture of continuous improvement. We are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Process Improvement Associate II - Transformation Consultant at JPMorgan Chase, you will serve as a strategic partner in transforming organizational strategy and operating models across the firm. Leveraging your expertise in business transformation, data analytics, and artificial intelligence, you will drive innovative solutions that enhance operational efficiency, reduce risk, and deliver sustainable value.
Additionally, you will collaborate with senior leaders to understand and optimize processes, enhancing operational efficiency. Your work will require initiative and judgment to resolve challenges and propose strategic improvements. You will analyze data, craft compelling narratives, and work with diverse teams to achieve common goals. Your ability to work with diverse teams, manage conflicts, and delegate tasks effectively will be crucial in this role. Your innovative thinking will challenge the status quo and influence change, while your understanding of artificial intelligence foundations will be instrumental in optimizing the performance of AI systems.
Job responsibilities
* Break down complex problems using hypothesis-driven thinking and analysis to develop insights and actionable recommendations.
* Deliver compelling presentations to senior executives and key stakeholders, focusing on actionable insights and strategic value. Proactively address questions and concerns, establishing yourself as a trusted advisor and thought partner.
* Collaborate with project teams to conduct stakeholder interviews, develop frameworks, and generate insights that inform process optimization, organizational transformation, and functional strategy development efforts.
* Informally develop team members by serving as a mentor and inspiring a culture of continuous learning; this may include managing analysts and interns.
* Analyze and map key business processes, identifying inefficiencies and areas for improvement using advanced data analytics and statistical inference techniques.
* Develop and implement process improvement initiatives, prioritizing simplification, automation, and the integration of digital tools to enhance operational efficiency and effectiveness.
* Collaborate with cross-functional teams to ensure alignment of process improvement initiatives with organizational goals, Champion a culture of innovation, agility, and continuous improvement across the organization.
* Utilize storytelling skills to effectively communicate complex process improvement concepts and data to diverse audiences, fostering understanding and retention of the core message.
* Take ownership and accountability of assigned workstreams, managing all aspects from planning to execution, and ensuring delivery of high-quality outcomes within established timelines.
Required qualifications, capabilities, and skills
* 3+ years in management consulting or process improvement professional environment with a proven track record of developing and implementing strategic business recommendations that deliver measurable results.
* Proven ability to apply advanced analytical and problem-solving skills to address complex operational issues along with strong client management and executive-level communication skills.
* Demonstrated proficiency in data analytics, with experience in interpreting models and diagrams to communicate data requirements and assets.
* Experience in team building, with a focus on constructing diverse teams with varied experiences, skills, and backgrounds.
* Proficiency in using digital process tools and AI systems to optimize operational efficiency and service delivery.
* Experienced in creating presentations, both written and verbal, tailored for senior audiences.
*
Preferred qualifications, capabilities, and skills
* Financial services background.
* Experience supporting or leading change management initiatives, including process redesign and organizational transformation.
* Foster cross-functional collaboration to identify and implement process improvement opportunities across departments.
* Leverage digital proficiency to adopt and manage digital tools that support process improvement initiatives.
* Implement automation to streamline workflows and reduce manual effort, increasing overall productivity.
* Use agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change.
$70k-92k yearly est. Auto-Apply 20d ago
Senior Test Design & Data Science Consultant
Wells Fargo 4.6
Columbus, OH jobs
**About this role:** Wells Fargo is seeking a talented Senior Test Design & Data Science Consultant to join our growing Marketing Science Test Design & Planning team in Consumer Banking and Lending (CBL). This Senior Test Design & Data Science Consultant role will be responsible for consulting on, developing and implementing marketing testing strategies that drive growth and engagement, while continuously improving campaign test & learn agenda to drive performance and efficiency.
Additional responsibilities of the role include forecasting financial returns, assessing key marketing levers for future optimization, and developing a learning agenda for continuous refinement of our marketing campaigns.
Learn more about the career areas and lines of business at wellsfargojobs.com.
**In this role, you will:**
+ Partner with multiple stakeholders to size out and align on strategy for upcoming marketing campaigns
+ Evaluate key marketing levers for future optimization
+ Develop a learning agenda for the continuous refinement and optimization of marketing campaigns, utilizing statistical techniques and experimental design
+ Support the monthly forecasting process, estimating future performance based on historical data
+ Ensure adherence to compliance and legal regulations and policies on all projects managed
+ Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to senior leadership
**Required Qualifications:**
+ 4+ years of data science experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science
**Desired Qualifications:**
+ 1+ years of previous marketing campaign analytics experience
+ Strong analytical skills, with experience using data and insights to inform marketing decisions
+ Strong project management skills, with the ability to manage multiple projects simultaneously and meet tight deadlines
+ Expertise in statistical testing and forecasting
+ Experience with large production data sets
+ Proficiency in SQL, Python / R, and other programming languages, along with Excel
+ Excellent communication and interpersonal skills, with ability to build strong relationships with cross-functional teams
**Job Expectations:**
+ Ability to travel up to 10% of the time
+ This position offers a hybrid work schedule
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $187,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
30 Jan 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-514442
$119k-187k yearly 10d ago
Senior Test Design & Data Science Consultant
Wells Fargo 4.6
Columbus, OH jobs
About this role: Wells Fargo is seeking a talented Senior Test Design & Data Science Consultant to join our growing Marketing Science Test Design & Planning team in Consumer Banking and Lending (CBL). This Senior Test Design & Data Science Consultant role will be responsible for consulting on, developing and implementing marketing testing strategies that drive growth and engagement, while continuously improving campaign test & learn agenda to drive performance and efficiency.
Additional responsibilities of the role include forecasting financial returns, assessing key marketing levers for future optimization, and developing a learning agenda for continuous refinement of our marketing campaigns.
Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Partner with multiple stakeholders to size out and align on strategy for upcoming marketing campaigns
* Evaluate key marketing levers for future optimization
* Develop a learning agenda for the continuous refinement and optimization of marketing campaigns, utilizing statistical techniques and experimental design
* Support the monthly forecasting process, estimating future performance based on historical data
* Ensure adherence to compliance and legal regulations and policies on all projects managed
* Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to senior leadership
Required Qualifications:
* 4+ years of data science experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science
Desired Qualifications:
* 1+ years of previous marketing campaign analytics experience
* Strong analytical skills, with experience using data and insights to inform marketing decisions
* Strong project management skills, with the ability to manage multiple projects simultaneously and meet tight deadlines
* Expertise in statistical testing and forecasting
* Experience with large production data sets
* Proficiency in SQL, Python / R, and other programming languages, along with Excel
* Excellent communication and interpersonal skills, with ability to build strong relationships with cross-functional teams
Job Expectations:
* Ability to travel up to 10% of the time
* This position offers a hybrid work schedule
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$119,000.00 - $187,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
30 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Join a dynamic team at the forefront of payment, expense, and invoice innovation. At Chase Travel Consulting Services, we empower our clients with strategic solutions and ongoing support, helping them optimize their financial operations and achieve their business goals. If you are ambitious and resourceful, this is your opportunity to make a meaningful impact.
As a Senior Consultant within Chase Travel Consulting Services, you will transition to a key advisor for Chase Travel's best clients, participating in payment, expense, and invoice assessments, developing strategic solutions, and optimizing or implementing payment solutions and systems. You will partner in ongoing client support, leveraging your business acumen and product expertise to assess strategies, identify opportunities, and develop roadmaps. Your role will involve obtaining knowledge of policy structure and strategic imperatives to implement new payment solutions and programs, as well as partnering in program management. You will have demonstrated experience in defining systems strategy, gathering and documenting business requirements, leading fit-gap analysis, designing business processes, configuring functional requirements, testing, and providing client user training for expense and invoice implementations.
Established as TCG Consulting, Chase Travel Consulting Services offers a suite of flexible services to bring organization's travel program to the next level. Our decades of experience combined with our patented TCO-TMPE approach enable organizations to achieve scalable alignment to broader company goals. Operationally, the Total Cost of Ownership for Travel, Meetings, Payment & Expense approach enables increased spend under management, capturing all sources of program cost and yielding scalable savings and revenue opportunities.
Job Responsibilities
Collaborate with clients & other departments to craft domestic or global functional design requirements and translate these into application solutions
Translate and communicate client technical product needs to internal and external partners
Advise clients on best practices and industry standards. Ability to “sell” clients on best practice standards during design phases
Evaluate client business processes to determine ideal services and/or support required
Recognize business process inefficiencies and provide recommendations for improvements
Assist client with communication plans and training materials
Conduct and validate process and needs assessments to perform tailored and effective product demonstrations either remotely or on-site at a prospect's location
Configure new software implementations or optimization changes
Assist with responses to requests for proposals (RFP's)
Travel onsite to clients as requested
Required qualifications, capabilities, and skills
Bachelor's degree (or higher degree) required with emphasis on financial analysis, accounting, computer science, business analysis or similar field or equivalent work experience
Relevant work experience in Expense Management System (EMS) implementations, expense processing, accounts payable or consulting
Project Management experience specifically on implementation teams
Proven track record of delivering results and practical project management techniques
Working knowledge of various expense management systems (Concur, Chrome River, Coupa, Workday, Oracle)
Working knowledge of various invoice management systems (Ariba, Concur, Chrome River, Coupa
Well organized, highly motivated, process driven and results-oriented with the ability to balance priorities, work under pressure and assume responsibility in a multi-tasking environment
Ability to work independently, capable of handling multiple projects, and deadlines simultaneously
Strong interpersonal, customer service, and written and verbal communication skills
Effective and efficient skills using Microsoft Office tools especially Word, Excel, PowerPoint
Proficiency and experience reviewing, analyzing, and reconciling data with a strong attention to detail
Preferred qualifications, capabilities, and skills
Successfully manage competing priorities and expectations
Ability to quickly adapt to changing ideas and priorities
Strong self-direction in managing day-to-day priorities and assisting Associates in required daily tasks
Strong sense of project ownership and time management
Able to multi-task as needed to meet daily work and project deadline
Able to reach beyond internal networks to expand and leverage industry data and insights
Flexible work environment to adapt to global client requirements
$101k-128k yearly est. Auto-Apply 3d ago
Lead Forecast Process & Controls Analytics Consultant
Wells Fargo 4.6
Columbus, OH jobs
About this role: Wells Fargo is seeking a Lead Forecast Process & Controls Analytics Consultant (P4) to join our growing Marketing Science team as part of Consumer Banking and Lending (CBL). This role will own controls processes across the Test Design & Planning team, including playing a pivotal role in the marketing forecast process.
Additional responsibilities of the role include developing and maintaining documentation & other deliverables in support of the broader Test Design & Planning team and CBL Marketing Stakeholders to help drive testing strategies, and budget & forecasting decisions, and enabling consistency and efficiency in support of these critical processes.
Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role, you will:
* Partner with multiple stakeholders to create and maintain critical processes for the marketing budget and forecast to ensure consistency and on-time execution.
* Drive efficiency and consistency in the monthly forecast process by creating and maintaining various views, documents, and outputs to assist in making optimal strategic marketing decisions and communicating key information to various partners and senior leaders.
* Ensure all Test Design projects adhere to policies, and compliance & legal regulations.
* Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership.
Required Qualifications:
* 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* 1+ years of previous marketing campaign analytics experience or marketing forecast experience
* Strong project management skills, with the ability to manage multiple projects simultaneously and meet tight deadlines
* Strong analytical skills, with experience using data and insights to inform marketing decisions
* Experience owning or creating risk and controls documentation
* Excellent communication and interpersonal skills, with the ability to build strong relationships with cross-functional teams
* Experience with large production data sets
* Proficiency in SQL, Python / R, and other programming languages, along with Excel
* Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science
Job Expectations:
* Ability to travel up to 10% of the time.
* This position offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.
Posting Location(s):
* 401 S Tryon St. - Charlotte, North Carolina 28202
* 3075 Loyalty Cir. - Columbus, Ohio 43219
Required locations listed.
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $163,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
* Health benefits
* 401(k) Plan
* Paid time off
* Disability benefits
* Life insurance, critical illness insurance, and accident insurance
* Parental leave
* Critical caregiving leave
* Discounts and savings
* Commuter benefits
* Tuition reimbursement
* Scholarships for dependent children
* Adoption reimbursement
Posting End Date:
6 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$100k-163k yearly 3d ago
Lead Forecast Process & Controls Analytics Consultant
Wells Fargo 4.6
Columbus, OH jobs
**About this role:** Wells Fargo is seeking a Lead Forecast Process & Controls Analytics Consultant (P4) to join our growing Marketing Science team as part of Consumer Banking and Lending (CBL). This role will own controls processes across the Test Design & Planning team, including playing a pivotal role in the marketing forecast process.
Additional responsibilities of the role include developing and maintaining documentation & other deliverables in support of the broader Test Design & Planning team and CBL Marketing Stakeholders to help drive testing strategies, and budget & forecasting decisions, and enabling consistency and efficiency in support of these critical processes.
Learn more about the career areas and lines of business at wellsfargojobs.com (********************************************* .
**In this role, you will:**
+ Partner with multiple stakeholders to create and maintain critical processes for the marketing budget and forecast to ensure consistency and on-time execution.
+ Drive efficiency and consistency in the monthly forecast process by creating and maintaining various views, documents, and outputs to assist in making optimal strategic marketing decisions and communicating key information to various partners and senior leaders.
+ Ensure all Test Design projects adhere to policies, and compliance & legal regulations.
+ Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership.
**Required Qualifications:**
+ 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ 1+ years of previous marketing campaign analytics experience or marketing forecast experience
+ Strong project management skills, with the ability to manage multiple projects simultaneously and meet tight deadlines
+ Strong analytical skills, with experience using data and insights to inform marketing decisions
+ Experience owning or creating risk and controls documentation
+ Excellent communication and interpersonal skills, with the ability to build strong relationships with cross-functional teams
+ Experience with large production data sets
+ Proficiency in SQL, Python / R, and other programming languages, along with Excel
+ Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science
**Job Expectations:**
+ Ability to travel up to 10% of the time.
+ This position offers a hybrid work schedule.
This position is not eligible for Visa sponsorship.
**Posting Location(s):**
+ 401 S Tryon St. - Charlotte, North Carolina 28202
+ 3075 Loyalty Cir. - Columbus, Ohio 43219
Required locations listed.
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$100,000.00 - $163,000.00
**Benefits**
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees.
+ Health benefits
+ 401(k) Plan
+ Paid time off
+ Disability benefits
+ Life insurance, critical illness insurance, and accident insurance
+ Parental leave
+ Critical caregiving leave
+ Discounts and savings
+ Commuter benefits
+ Tuition reimbursement
+ Scholarships for dependent children
+ Adoption reimbursement
**Posting End Date:**
6 Feb 2026
***** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-515412
This leader will be part of the Consumer Analytics & Advisory (CAA) team, primarily responsible for either leading a project team of analysts as an engagement manager or serving as high level individual contributor for a project that leverages a deep data-driven expertise to drive solutions. This role must establish priorities for the project team, assign and define the work to the right resources within the team, and understand the strengths and opportunities of the team to ensure the group meets and exceeds expectations. May be responsible for leading multiple projects simultaneously, including organizational initiatives.
Responsibilities
Lead a team of consultants and analysts for both development and execution of strategic initiatives across the Consumer Bank
Provide solutions based on “connecting the dots” leveraging business insights to align, develop, and build holistic strategies and solutions that align with LOB priorities and consider knowledge of cross-LOB interdependencies
Translate data into clear narratives, recommendations, and presentations to Executive & LOB Management teams which include actionable recommendations that improve the business
Provide thought leadership within and beyond engagement teams
Collaborate with other analytics teams across the Consumer Bank to leverage expertise on LOB strategies, decision sciences, and analytics data assets
Promote the benefits of quantitative techniques and analysis
Challenge the thought process and statistical methods applied by the team and test the rigor of the work the team has done
Identify the appropriate use of analytical techniques and deploy problem solving frameworks, even in areas with no prior experience
Actively listen to stakeholders and know when to probe for further information
Lead and participate in efforts to enrich the Consumer Bank's analytical capabilities
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education Qualifications
Bachelor's Degree Finance, Business Analytics, Computer Science, Mathematics, or other analytically related discipline (required)
Experience Qualifications
A minimum of 5 years Analytical experience in consulting, business, or related field (required).
A minimum of 3 years experience in financial services (preferred).
A minimum of 3 years experience in leading teams to develop impactful business strategies based on analysis (preferred).
Experience working with multiple consumer banking products (ex: deposits, credit cards, home loans, etc.) and multiple functional areas (ex: acquisitions, product strategy, customer management, etc.) (preferred)
Experience translating complex data into clear narratives and presentations for senior level leaders (required)
Demonstrated experience in test design (control groups, A/B/n, multivariate, etc.) (preferred)
Experience leveraging digital analytics platform technologies such as Adobe Analytics (or related platform) (preferred)
Familiarity SQL, R, or Python (preferred)
Tactical Skills
Excellent oral and written communication skills
Detailed knowledge and expertise in Data Analytics software applications
Advanced Microsoft Office Suite skills
Experience in leading high-impact, cross-functional projects
Experience in delivering Senior Management Level presentations
Strong time-management and organizational skills
Personal Skills
Collaboration
Critical Thinking
Decision Making
Problem Solving
Resilience
Practical Skills
Analytical Thinking
Business Acumen
Data Analysis
Oral & Written Communication
Systems Thinking
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
Driving Requirements
Ability to occasionally operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $112,000.00 - $210,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 01/28/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
$112k-210k yearly Auto-Apply 44d ago
Project Consultant I - Practice Solutions
Bank of America 4.7
Westerville, OH jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
Leads the effort in the pre-closing and closing process on complex real estate loans, including construction, term, lines of credit, and letters of credit, some of which may be syndicated. Independently reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Relationship Account Officer, borrower, counsel, construction consultants and title companies. Monitors documentation requirements. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, and ensuring loan is in balance in accordance with approval. Preferred three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills.
Responsibilities:
Manages backlog of startup healthcare clients during the project phase of loan process
Processes disbursements on behalf of clients
Communicates frequently with internal/external partners and clients
Identifies and delivers to client's needs through loan closing process
Collects required documentation from client based on loan conditions
Skills:
Client Experience Branding
Client Solutions Advisory
Collaboration
Customer and Client Focus
Record Keeping
Account Management
Adaptability
Required Qualifications:
Proficient computer skills
Strong decision-making skills and problem-solving skills
Excellent verbal and written communication skills
Strong customer service skills
Desired Qualifications:
Three or more years of previous real estate loan administration experience or real estate paralegal experience
Ability to learn and adapt to ongoing changes and new technology platforms
Experience in receiving and implementing performance feedback and coaching
Self-motivated and results-oriented with excellent organizational skills
Experience deepening relationships over the phone with clients
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$75k-105k yearly est. Auto-Apply 60d+ ago
Consumer Consultant
Keybank 4.4
Brooklyn, OH jobs
can be located within the KeyBank footprint***
The Consumer Consultant role leverages client analytics and insights to formulate hypotheses that inform recommended business strategies. They present hypotheses and recommended business opportunities and solutions to senior and executive leadership. The Consumer Consultant is also responsible for developing and driving an operational plan based on client insights and ensures the execution of consumer client initiatives that are in accordance with business strategies.
Essential Functions
Provide client analytics and hypothesis leveraging internal client data and external market research.
Collaborate and partner closely with support partners and other areas of expertise to develop hypotheses and programs for execution.
Execute on strategic plans and is accountable for the pertinent aspects of assigned initiatives as it relates to the acquisition, deepening, and retention of clients, field support, and/or innovation initiatives.
Lead and coordinate peer activity across all elements of the consumer segment strategy as it relates to acquisition, deepening relations, retaining clients, field support, and/or innovation.
Recommend opportunities for revenue growth and ensure alignment with all client segments.
Manage the tracking and communication of the progress against business goals.
Keep regular contact with field advocates.
Ensure initiatives are executed according to on-time and quality delivery requirements.
Coordinate client treatment scenarios as needed to support initiatives.
Successfully drives implementation of strategic initiatives.
Review progress, decisions, and unusual situations with senior management.
Keep up to date on industry best practices.
Drive cross-functional implementation teams including but not limited to internal team members, support partners, and vendors to ensure successful execution of complex medium to large-scale initiatives.
Drive execution by effectively managing priorities, pace, scope, quality, cost, and risk.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
Bachelor's Degree or equivalent experience required.
Work Experience
A minimum of 7 years' experience in financial services required.
Skills
Ability to understand business partner strategy and financial impact.
Strong written and verbal skills; ability to organize information in a clear, consistent format; ability to articulate a clear, well-thought-out message and formal delivery; skills in creating PowerPoint presentations.
Able to work independently under general direction/supervision.
Ability to build relationships, partner, and influence.
Developing critical thinking skills; can analyze simple issues with low complexity; can give perspective to the team addressing basic business/analytical problems and challenges; recognizes need to escalate issues in a timely manner.
Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient workflow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources.
Accurately scopes out length and difficulty of tasks and projects; sets objectives and goals; breaks down work into process steps; develops schedules and task/people assignments; anticipates and adjusts for problems and roadblocks; measures performance against goals; evaluates results.
Demonstrated multiple project management leadership skills; experience in organizing, planning, and executing large-scale, multi-functional projects from vision through implementation.
Demonstrated analytical, process management, and conceptual skills.
Demonstrated ability to express complex concepts in terms that are understandable to business partners, senior leaders, and the sales force.
Superior teamwork and interpersonal skills and ability to communicate with all management levels.
Demonstrated ability to work effectively with support partners and influence geographically diverse sales teams.
Superior knowledge of financial products, e.g., deposit & credit products, investments, etc.
Core Competencies
All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 02/13/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_**********************.
#LI-Hybrid
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
SUMMARY
The Senior Commercial Card Consultant plays a critical role in evaluating client/prospect commercial card programs, identifying opportunities for improvement, and delivering actionable insights. This position requires strong analytical skills, relationship-building capabilities, and a deep understanding of transactional data to support strategic recommendations.
RESPONSIBILITIES
- Assessment of Client Commercial Card Programs: Conduct comprehensive evaluations of client card offerings to identify strengths, gaps, and areas for optimization. Provide tailored recommendations to enhance program performance and client satisfaction.
- Provide Strategic Guidance: Deliver consultative support to clients, leveraging data-driven insights and industry best practices to improve program effectiveness, efficiency and profitability.
- Analyze Transactional Data: Review and interpret transactional data to uncover spend trends, usage patterns, and actionable insights that inform strategic decisions and client recommendations.
- Develop Internal Relationships: Build and maintain strong partnerships with internal stakeholders, including Bankers, Sales teams, Relationship Managers, and Partners-to promote awareness of available resources and ensure alignment on client objectives.
- Stay Current on Industry Trends: Monitor developments in payment solutions, card programs, and regulatory changes to ensure recommendations remain relevant and competitive.
BASIC QUALIFICATIONS
- Ten or more years of applicable experience.
- Bachelor's degree in Business, Finance or Accounting (or equivalent experience).
- Ability to travel up to 30%.
PREFERRED SKILLS/EXPERIENCE
- 7 or more years of experience in commercial card programs, payment solutions, virtual payments, treasury and accounts payable operations.
- Strong analytical and problem-solving skills with proficiency in data manipulation and interpretation.
- Excellent communication (written and verbal) as well as relationship-building abilities.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- - Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- High school diploma or equivalent
- Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred#BranchEast
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $26.39
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
$20-26.4 hourly Auto-Apply 6d ago
Client Relationship Consultant 2/(Banker) - Lorain 98th St. Office
U.S. Bank 4.6
Consultant job at U.S. Bank
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
- High school diploma or equivalent
- Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of applicable bank and branch policies, procedures and support systems
- Proven customer service and interpersonal skills
- - Experience with using and demonstrating digital products and self-service technologies
- Ability to explore and identify a customer's true needs while leveraging a digital first mindset
- Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
- Experience in the financial services industry preferred
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* High school diploma or equivalent
* Three to four years of customer service experience
* Three to four years of sales experience
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
* Thorough knowledge of all retail products and services
* Proven customer service and interpersonal skills
* Experience in participating in sales campaigns/promotions
* Strong mathematical, problem-solving and negotiation skills
* Strong verbal and written communication skills
* Experience in the financial services industry preferred
* Experience assisting less experienced personnel
#BranchEast
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job DescriptionClient Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are also responsible for originating and closing consumer loans, opening accounts, and opening and/or closing the branch.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.Basic Qualifications
- High school diploma or equivalent
- Three to four years of customer service experience
- Three to four years of sales experience Preferred Skills/Experience
- Proven ability to build and foster relationships with clients through proactive outreach and follow up
- Ability to effectively engage and communicate with clients
- Thorough knowledge of retail product philosophy, policy, procedures, documentation and systems
- Thorough knowledge of all retail products and services
- Proven customer service and interpersonal skills
- Experience in participating in sales campaigns/promotions
- Strong mathematical, problem-solving and negotiation skills
- Strong verbal and written communication skills
- Experience in the financial services industry preferred
- Experience assisting less experienced personnel#BranchEast
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
SUMMARY
The Senior Commercial Card Consultant plays a critical role in evaluating client/prospect commercial card programs, identifying opportunities for improvement, and delivering actionable insights. This position requires strong analytical skills, relationship-building capabilities, and a deep understanding of transactional data to support strategic recommendations.
RESPONSIBILITIES
- Assessment of Client Commercial Card Programs: Conduct comprehensive evaluations of client card offerings to identify strengths, gaps, and areas for optimization. Provide tailored recommendations to enhance program performance and client satisfaction.
- Provide Strategic Guidance: Deliver consultative support to clients, leveraging data-driven insights and industry best practices to improve program effectiveness, efficiency and profitability.
- Analyze Transactional Data: Review and interpret transactional data to uncover spend trends, usage patterns, and actionable insights that inform strategic decisions and client recommendations.
- Develop Internal Relationships: Build and maintain strong partnerships with internal stakeholders, including Bankers, Sales teams, Relationship Managers, and Partners-to promote awareness of available resources and ensure alignment on client objectives.
- Stay Current on Industry Trends: Monitor developments in payment solutions, card programs, and regulatory changes to ensure recommendations remain relevant and competitive.
BASIC QUALIFICATIONS
- Ten or more years of applicable experience.
- Bachelor's degree in Business, Finance or Accounting (or equivalent experience).
- Ability to travel up to 30%.
PREFERRED SKILLS/EXPERIENCE
- 7 or more years of experience in commercial card programs, payment solutions, virtual payments, treasury and accounts payable operations.
- Strong analytical and problem-solving skills with proficiency in data manipulation and interpretation.
- Excellent communication (written and verbal) as well as relationship-building abilities.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
SUMMARY
The Senior Commercial Card Consultant plays a critical role in evaluating client/prospect commercial card programs, identifying opportunities for improvement, and delivering actionable insights. This position requires strong analytical skills, relationship-building capabilities, and a deep understanding of transactional data to support strategic recommendations.
RESPONSIBILITIES
- Assessment of Client Commercial Card Programs: Conduct comprehensive evaluations of client card offerings to identify strengths, gaps, and areas for optimization. Provide tailored recommendations to enhance program performance and client satisfaction.
- Provide Strategic Guidance: Deliver consultative support to clients, leveraging data-driven insights and industry best practices to improve program effectiveness, efficiency and profitability.
- Analyze Transactional Data: Review and interpret transactional data to uncover spend trends, usage patterns, and actionable insights that inform strategic decisions and client recommendations.
- Develop Internal Relationships: Build and maintain strong partnerships with internal stakeholders, including Bankers, Sales teams, Relationship Managers, and Partners-to promote awareness of available resources and ensure alignment on client objectives.
- Stay Current on Industry Trends: Monitor developments in payment solutions, card programs, and regulatory changes to ensure recommendations remain relevant and competitive.
BASIC QUALIFICATIONS
- Ten or more years of applicable experience.
- Bachelor's degree in Business, Finance or Accounting (or equivalent experience).
- Ability to travel up to 30%.
PREFERRED SKILLS/EXPERIENCE
- 7 or more years of experience in commercial card programs, payment solutions, virtual payments, treasury and accounts payable operations.
- Strong analytical and problem-solving skills with proficiency in data manipulation and interpretation.
- Excellent communication (written and verbal) as well as relationship-building abilities.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
Job Description
Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs.
Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Basic Qualifications
* High school diploma or equivalent
* Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training
Preferred Skills/Experience
* Proven ability to build and foster relationships with clients through proactive outreach and follow up
* Ability to effectively engage and communicate with clients
* Thorough knowledge of applicable bank and branch policies, procedures and support systems
* Proven customer service and interpersonal skills
* - Experience with using and demonstrating digital products and self-service technologies
* Ability to explore and identify a customer's true needs while leveraging a digital first mindset
* Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively
* Experience in the financial services industry preferred
#BranchEast
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
* Healthcare (medical, dental, vision)
* Basic term and optional term life insurance
* Short-term and long-term disability
* Pregnancy disability and parental leave
* 401(k) and employer-funded retirement plan
* Paid vacation (from two to five weeks depending on salary grade and tenure)
* Up to 11 paid holiday opportunities
* Adoption assistance
* Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.